How do I apply a customer’s credit to an invoice?

Question

Accepted Answer

On a computer: Get Paid → open an unpaid invoice for that customer → Apply $X credit.

On your phone: Get Paid → the invoice → Apply $X credit.

The button shows the exact amount DeskOps can use: the smaller of the credit held and the invoice balance. Confirm it to lower the amount due; no new money is collected. The customer record continues to show any credit left, and if a credit has been held a long time it adds a quiet note inside the credit card: money held for a customer for a long time may need to be reported under your state’s unclaimed-property rules, so apply it, refund it, or ask your accountant. To give credit back instead, open the overpaid invoice and choose Refund or keep it.